2019

LevRidge Resources, LLC

Review, Refine, Remind, Refresh

Learn or re-learn major helpful attributes of your donor database

Discover how to use donor data for maximum effect

Leave here with a Plan !

Where’d our funding come from?

Trends

Top 10, Top 100

Former Board Chairs, Board members

Drop outs

Who used to love us?

How much $ raised in each of last 5 years, by source of gift (mail, events, etc.)

Top 10, Top 100 donors

Who are your last ten years of Board chairs?

Are former Board members still giving? Why not?

How many donors at each level?

How many donors are consecutive for five years?

How many donors give more than 2x year?

Length of giving history for every current donor

Lapsed members or donors

Attendance at fundraising events

Participation in appeals and campaigns

Migration % from event participant to donors

Donor entry points and migration movements

% lowered for dependence quotient

Dollars Raised Donor Renewal

Rate/Retention Rate Donor Attrition (aka Lapsed

Donor Rate) Net Annual Growth in

Donors New Donor Renewal Rate

(aka Second Gift Conversion Rate)

Net Cost Per New Donor

Cost to Raise a Dollar Net Income Return on Investment Long-Term Donor Value

*Inspired by Harvey McKinnon

Who’s it for?

Major objective(s)

Who’s intended to attend?

How to recruit them?

How to FOLLOW UP …

Share with your table

Share with group

Who is opening your newsletters? What are they reading? Analyze by subset

Which relationship came first?

Donor profiles

Evaluate connections: point system (slide with sample points) to guide prospecting

The Point System ◦ Donor, Alumnus, Parent, Staff, Patient or Family, Board

Member ◦ Gave in Last 5 Years or Years since Last Gift ◦ Gave 5 or more gifts ◦ Are already being managed

Points for contacts

◦ Attended an event in last 3 years ◦ # Gifts ◦ Cumulative Giving ◦ Years Giving – bonus for consecutive ◦ Other arts/health/environment giving ◦ Arts/health/environment background

Fundraising Analytics, Joshua M. Birkholz

Full Name 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017

Summary

FY13-17

Average

FY13-17

4/5 years

>= $500

4/5 years

all

$5,600 $21,500 $1,000 $1,500 $700 $30,300 $6,060 5 5

$5,000 $750 $12,500 $0 $0 $18,250 $3,650 3 3

$500 $1,400 $1,000 $6,000 $4,000 $12,900 $2,580 5 5

$2,500 $2,677 $1,120 $1,089 $0 $7,386 $1,477 4 4

$0 $1,500 $2,000 $2,000 $1,000 $6,500 $1,300 4 4

$1,000 $2,000 $1,000 $0 $1,681 $5,681 $1,136 4 4

$1,100 $750 $1,017 $1,293 $1,411 $5,571 $1,114 5 5

$1,100 $1,200 $2,000 $1,000 $200 $5,500 $1,100 4 5

$0 $1,179 $1,000 $1,500 $1,500 $5,179 $1,036 4 4

$850 $1,000 $750 $750 $1,000 $4,350 $870 5 5

Prospects

Donors

Attendees

Volunteers

Board or staff relationships

Correlate to ‘ideal donor profile’

Keep and Grow who

You’ve Got

Begins with quick, accurate processing

Show and tell how it mattered

Host ‘investor’ gatherings

Take pictures and share from investor gatherings

Build relationships between your donors

Communicate with your donors all year!

Gift Accuracy

Data entry accuracy

Logging notes

Tracking solicitor or prospect phases

Customizing letters

Thank you calls, notes, premiums

Not just a dashboard total

Year end recap

Dependency Quotient

% of individual giving, corporate, foundation, government, endowment, bequests

% of individual giving from board

To yourself

To management

To the Board

Cash, pledges, appeal results, actual vs. budgeted, Y/Y comparisons, forecast for year-end

Who provides the development report at board meetings?

How clean and useful is your database?

How can your data be improved?

Duplicates

Addresses

Salutations

Relationships

Contact info

Volunteer info

Reporting consistency

Policies & Procedures

How to enter gifts

Reconciliation with Finance

Acknowledgement Matrix

48-hour goal

Operations Schedules